Oracle 21C, Manual

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Oracle Field Service
Using Core Application
Chapter 2
Dispatcher Activities
is applicable only for those activities that are relatively new to the resource with no significant past data. You can edit
this field only if the resource doesn't have any completed activities.
Note: The field is displayed only for field resource, tool, and vehicle resource types.
1. Log in to the Core application as an admin user.
2. Navigate to Configuration, User Types page.
3. Select the Screen Configuration tab.
4. Add the Initial ratio for Activity duration field to the Edit Resource/User context layout and set RW visibility.
5. Click Save.
6. Navigate to the Add or Edit Resource page.
Note: Based on the settings in Configuration, Statistics, the fields, Lower limit for personal ratio to
calculate duration, % and Upper limit for personal ratio to calculate duration, % are displayed.
7. Set an appropriate value for the Initial ratio for Activity duration field.
For example, select 120%. You can view the value on the Resource Edit and Resource Hint pages. The Default
ratio for Activity duration field is displayed as read-only under the Initial ratio for Activity duration field
based on the reported duration after the field resource completes at least one activity.
The Default ratio for Activity duration value is always displayed as Read-Only value and only if the Initial ratio
for Activity duration value is displayed. The message below the Initial ratio for Activity duration drop-down
list enables you to understand how the Initial ratio for Activity duration value impacts the resource.
If the Initial ratio for Activity duration value of the resource differs from one of the predefined options, the
current value is added to the bottom of the list. The initial ratio for Activity duration value set through the API is
converted to percentages. For example, if you use the API and set the value to “1.25”, then on the Resource Edit
page and Resource Hint, the value is shown as "125%".
8. Click Submit.
Assign Work Skills to a Resource
Work skills are the competencies that each resource is qualified to perform. A resource without work skills is not
considered for activity assignments. You can assign work skills to resources through the Resource Info page.
1. In the resource tree, click on the group or bucket that you want to add the new resource to.
2. Click Settings > Resource Info from the drop-down list.
The Resource Info page displays.
3. Click the plus icon in the Work skills field.
The Add work skills window opens.
4. Assign a preference level for each work skill using a scale of 1 to 100.
A higher number means that the resource has a higher chance of being allocated the task. If a resource
performs this task only occasionally, enter a lower number.
5. Click Save.
The resource is now assigned the skills and will be considered for work only if their qualification level meets or
exceeds the level in the activity record. These guidelines are applicable:
◦
If no individual skills are defined for a resource, then the application interprets that the resource is
qualified to perform all of the skills at the highest qualification level. This is the default setting.
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